Frequently Asked Questions

BOOKKEEPING
TAX PLANNING AND PREPARATION
ABOUT US

Bookkeeping

  • We use Quickbooks Online. If you don’t, we’ll help you get set up and make sure you have the right subscription! Whether you’re handling your books yourself in Excel, or working with a bookkeeper on another platform, we’ll get you up and running. We are experts on this platform, and we want to ensure you’re getting the most from our work, so we stick with what we know best.

  • Absolutely. You don’t need to have QuickBooks right away. During onboarding, we'll help you set up a QuickBooks Online account and make sure you have the right subscription. Our goal is to get your books tax‑ready and error‑free no matter where you’re starting.

  • Yes! We provide clean‑up and catch‑up services for clients who fall behind. We’ll reconcile your books year to date, correct errors, fill in missing categories, and give you a clear, accurate starting point moving forward. From there, we will review and manage your books weekly to keep you on track.

  • Yes! Taxes on Autopilot is available as an add-on for Better Bookkeeping clients operating as S-Corporations. We are not currently accepting stand-alone tax clients. We use IRS‑approved professional tax preparation software and seamlessly integrate with QuickBooks Online to keep your books accurate year‑round. This ensures your finances stay organized, avoids last‑minute scrambling, and helps capture every deduction when it matters most. Click here to learn more about adding on our Tax Services.

  • We work with service providers of all shapes and sizes. Examples of current client industries include: creative services, digital marketing, business services, health and wellness, coaching and consulting. 

  • We offer year-round bookkeeping and financial guidance. S-Corporation clients may also add our Taxes on Autopilot service for year-round tax planning and filing support. That means you’re never waiting until tax season to address important questions—and you’re always capturing deductions and staying organized.

  • 1. Onboarding & assessment.
    We review your financials, current systems, and goals. If needed, we offer QuickBooks set up and clean‑up to bring your books current.

    2. Weekly bookkeeping.
    We categorize income and expenses to ensure you have up‑to‑date financials.

    3. Ongoing support & advisory.
    You get access to monthly reports, financial analysis, tax savings guidance, and on‑demand help so you stay proactive, not reactive.

Tax Planning and Tax Preparation

  • We use IRS-approved professional tax preparation software and seamlessly integrate with QuickBooks Online to keep your books accurate year-round—so you avoid last-minute stress, stay organized, and capture every deduction at the right time.

  • We manage your federal and state income tax filings in full. If your business requires additional filings—like sales or property taxes—we can provide accurate financial data and consultation to streamline the process.

  • Yes. Strategic tax planning is included to ensure you’re maximizing deductions and making smart decisions all year long.

  • No. Taxes on Autopilot is available exclusively to Better Bookkeeping clients with S-Corporation entities. This allows us to provide more accurate tax planning and filing support using current financial data.

  • Absolutely. We offer clean-up services that reconcile your past periods, correct inconsistencies, and fill gaps so you’re set up cleanly for accurate tax filings and truly tax-ready financials going forward.

  • While QuickBooks Online integrates most seamlessly with our workflow, we’re flexible. If you use Xero, FreshBooks, or another platform, we’ll work with your current setup or assist with migrating to QuickBooks if needed.

  • Definitely. You don’t need to already be on QuickBooks. During onboarding, we’ll help you set up QuickBooks Online or work with your preferred platform—whatever gets your financials organized and tax-ready most efficiently.

  • You’ll be guided by a dedicated, licensed tax professional, supported by our agency manager. You always have people-first, human support guiding your tax journey.

  • We onboard new clients on a rolling basis, so you can get started at a timeline that works best for your business. Book a call to secure your spot.

    • Effortless, proactive tax management—stop dreading deadlines.

    • Year-round planning and execution, not just filing season.

    • Cleaned-up, tax-ready books for accuracy and peace of mind.

    • Dedicated human support, not just automation.

    • Women-led, empathetic service that keeps your business goals and comfort front and center.

  • Schedule a discovery call to determine whether Better Bookkeeping and Taxes on Autopilot are the right fit for your business.

About People First Finance

  • To get started, you’ll complete an onboarding form and have the option to book a call with our team so that we have all of the access and information we need to take over your books and tax filings. The onboarding process typically takes up to 2 hours.

    You’ll want to review your monthly reports and financial summary, which should take 30 minutes.

    Every quarter, you’ll want to review your quarterly estimates and make your estimated tax payments. This can take up to an hour if you have questions about your calculations and/or need support processing your payments.

  • You can reach any member of our team via one email address whenever you have a question or need support. You will receive a weekly email with any outstanding items or details our team needs.

    You will receive a monthly financial summary with guidance and insights about your business performance.

    You will receive proactive reminders, updates and information related to tax compliance and strategy throughout the year.

  • If you are dissatisfied with our services, we will always go above and beyond to make things right. That is our guarantee. If your business needs shift, and our services are no longer the best fit, we require a 30 day written notice.

  • At this time, we only provide tax services as an add-on to our Better Bookkeeping service for S-Corporation clients. We are no longer accepting stand-alone tax preparation engagements. This allows our team to provide more accurate tax guidance using clean, up-to-date financial data maintained throughout the year.